Thomas B. Smith
2015Annual
Ask Donna
Pull out the substance of this filing.
What was filed
19
investments
0
positions
0
gifts
1
agreements
0
debts
2
reimbursements
1
income
2
spouse income
Named parties
- The Florida Bar
- State of Flonda--Pension
- Orlando Health--Hourly Wages
- American Society of Clinical Pathologists-—-Cost Reimbursement and Speaking Fees
As filed
Federated Prime Obligations Trust SH Money Market — Int/Div
Oppenheimer Global FD Class A Mutual Fund — Int/Div
Oppenheimer Main Street Select Class A Mutual Fund — Int/Div
T Rowe Price Global Technology Mutual Fund — Int/Div
T Rowe Price Intemational Stock Mutual Fund — Int/Div
Vanguard Dividend Growth Mutual Fund — Int/Div
Vanguard Global Equity Mutual Fund — Int/Div
MetLife Stable Value Symbol GAG! — Int/Div
Valic Fixed Account Plus fixed income Annuity — Int/Div
Principal Global Investors Large Cap S&P 200 Index RS Fund — Int/Div
Principal Global Investors Small Cap S&P 600 Index RS Fund — Int/Div
Capital Research and Mgmet. Co. Am Feds New Persp R3 Fund — Int/Div
Principal LifeTime 2020 RS Fund — Int/Div
Country Life Insurance Company Life Policy single premium whole life — Int/Div
SunTrust Bank Account — Interest
McCoy Federal Credit Union — Interest
MetLife Stable Value Symbol GAG) — Interest
MetLife Universal Annuity--variable
West Asset Management U.S. Governement Portfolio — Int/Div
Agreement — 2015 — State of Flonda Employee Pension Plan--No Control
Reimbursement — The Florida Bar — June 24 to June 25, 2015 — Boca Raton, Flonda — Attend Business Law Section Meetings — Transportation, Lodging, Parking, Meals
Reimbursement — The Florida Bar — September 4 to September 7, 2015 — Naples, Florida — Attend Business Law Section Retreat — Transportation, Lodging, Parking, Meals
Income — 2015 — State of Flonda--Pension — $47,520.00
Spouse's income — 2015 — Orlando Health--Hourly Wages
Spouse's income — 2015 — American Society of Clinical Pathologists-—-Cost Reimbursement and Speaking Fees
Part VIL In place of the references to the Fidelity 403B and Fidelity 401A the funds held in those accounts now appear at lines 8 and 17
Part VII. Line 9 has been amended to state that Valic Fixed Income is a fixed income annuity,
Part VIL. Line 14 has been amended to state that Country Life is a single premium whole life insurance policy.
Part VII. Line I8 now states that the MetLife Universal Annuity is a variable annuity. Line 19 has been added to show that 100% of the assets of this annuity are in
the West Asset Management U.S. Government Portfolio,
This is a copy of a public record, reproduced as it was published. It is not legal advice, and it may not be the version a court would rely on. Check the official source before you cite it.